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Treasury Sales Officer

Los Angeles, California;Encino, California

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Job Description:

At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade, FX and commercial card services, by complementing high tech with a personalized touch. Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management.

The future of treasury management is here at Bank of America.

Powered by people. Driven by Technology.

Job Responsibilities:

The Treasury Sales Officer (TSO) is held responsible for managing and actively pursuing treasury revenue streams and product penetration across an assigned portfolio of Business Banking entities with corporate revenue values between 20 million to 50 million. In some cases the TSO will also pursue client prospect opportunities outside of the portfolio. The TSO works closely with several partners such as Client Managers, Treasury Sales Analysts, Credit Officers, FX Trade Advisors, Global Investment Advisors, Card Managers, Trade/SCF Advisors, Liquidity Specialists, and others across the enterprise to provide US and sometimes International treasury solutions that best suits the clients’ needs. This individual will have daily face-to-face or virtual interactions with client contacts independently and/or jointly with the Treasury Sales Analyst.

+ The TSO leads pricing and negotiation discussions with the client for TM products to optimize relationship profitability for the portfolio.

+ The TSO will be a digital ambassador driving mobile, digital and real time payments adoption, manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning.

+ The TSO will actively participate (and sometimes lead) in the Client Management Process (CMP) that focuses on client acquisition and deepening existing relationships through the thoughtful identification of client needs.

+ The TSO is accountable for revenue/product growth, client calling initiatives, portfolio development, pricing, RFP or RFI responses, call preparations, and leading client-facing treasury presentations. This individual will also need to identify and evaluate treasury solutions based on a client focused cost/benefit analysis and bank focused profitability analysis.

+ Additionally, the TSO will lead all pricing and client negotiation discussions with the client for all treasury products to optimize relationship profitability and YoY revenue growth for the portfolio.

In order to be successful, a TSO must maintain a strong client focus while also understanding the operational aspects of the bank. A strong bank and industry awareness of various treasury products and services used by clients will also aid in the success. The TSO must maintain an open line of communication with core team members such as the Client Managers and Treasury Sales Analysts to ensure all are kept informed of updated client information, treasury product information, and other industry knowledge. Manage and lead strategic dialogues around key client centric issues, leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves with performance metrics.

Job Requirements:

+ At least 3 years of demonstrated success in direct sales roles in a treasury or cash management capacity

+ Strong business/financial acumen to align to core Key Performance Indicators within our clients treasury operations ecosystems

+ Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts

+ Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction

+ Broad and deep familiarity with global treasury management products, services and trends

+ B.S. or B.A. in finance, accounting, management, or another undergraduate degree or equivalent work experience

Additional Qualifications:

+ Intrinsically motivated to continuously improve processes and/or one’s own education

+ Exercises the desire to mentor and sponsor other Associates

+ Certified Treasury Professional certification or equivalent

+ Prior treasury sales/corporate banking experience

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "Know your Rights" poster, CLICK HERE (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12.pdf) .

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Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank’s required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.